Civic Intelligence

Cb Wellness Foundation

990PF • Fiscal year 2020 • EIN 77-0528716

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 23, 2020

Organization Profile
172 Wayside RoadPortola Valley, CA 94028

(650) 851-8171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-9.0%

Higher net margin than 31% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

793%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$73,341

Up $9,238 (+14%) from 2019

Net Assets

Up

$73,341

Up $9,238 (+14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin31st percentile

Revenue

Up

$20,953

Up $18,607 (+793%) from 2019

Expenses

Up

$22,846

Up $16,236 (+246%) from 2019

Net Income

Up

-$1,893

Up $2,371 (+56%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $64,358Liabilities 2011: $02011Assets 2012: $46,136Liabilities 2012: $02012Assets 2013: $35,524Liabilities 2013: $02013Assets 2014: $43,822Liabilities 2014: $02014Assets 2015: $46,833Liabilities 2015: $02015Assets 2016: $48,625Liabilities 2016: $0Net Assets 2016: $48,6252016Assets 2017: $46,480Liabilities 2017: $0Net Assets 2017: $46,4802017Assets 2018: $64,372Liabilities 2018: $0Net Assets 2018: $64,3722018Assets 2019: $64,103Liabilities 2019: $0Net Assets 2019: $64,1032019Assets 2020: $73,341Liabilities 2020: $0Net Assets 2020: $73,3412020Assets 2021: $85,906Liabilities 2021: $0Net Assets 2021: $85,9062021Assets 2022: $49,643Liabilities 2022: $0Net Assets 2022: $49,6432022Assets 2023: $57,107Liabilities 2023: $0Net Assets 2023: $57,1072023Assets 2024: $61,865Liabilities 2024: $0Net Assets 2024: $61,8652024Assets 2025: $60,602Liabilities 2025: $0Net Assets 2025: $60,6022025

Highlighted filing

2020

Assets$73,341
Liabilities$0
Net Assets$73,341
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $4,328Expenses 2011: $7,440Net Income 2011: -$3,1122011Revenue 2012: $7,350Expenses 2012: $7,565Net Income 2012: -$2152012Revenue 2013: $5,178Expenses 2013: $15,790Net Income 2013: -$10,6122013Revenue 2014: $4,105Expenses 2014: $4,550Net Income 2014: -$4452014Revenue 2015: $6,597Expenses 2015: $5,530Net Income 2015: $1,0672015Revenue 2016: $39,821Expenses 2016: $3,223Net Income 2016: $36,5982016Revenue 2017: $1Expenses 2017: $8,535Net Income 2017: -$8,5342017Revenue 2018: $2,587Expenses 2018: $5,620Net Income 2018: -$3,0332018Revenue 2019: $2,346Expenses 2019: $6,610Net Income 2019: -$4,2642019Revenue 2020: $20,953Expenses 2020: $22,846Net Income 2020: -$1,8932020Revenue 2021: $7,884Expenses 2021: $9,070Net Income 2021: -$1,1862021Revenue 2022: $8,064Expenses 2022: $14,595Net Income 2022: -$6,5312022Revenue 2023: $3,808Expenses 2023: $5,200Net Income 2023: -$1,3922023Revenue 2024: $3,934Expenses 2024: $7,435Net Income 2024: -$3,5012024Revenue 2025: $51,419Expenses 2025: $11,250Net Income 2025: $40,1692025

Highlighted filing

2020

Revenue$20,953
Expenses$22,846
Net Income-$1,893
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BONNIE CRATERExe. Trustee-$0--
CHRISTOPHER ALAN BUJATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cb Wellness Foundation
EIN
77-0528716
Phone
6508518171
Address
172 WAYSIDE ROAD, PORTOLA VALLEY, CA 94028

Signing Officer

Name
Bonnie Crater
Title
Exe. Trustee
Phone
6508518171
Signed
2020-10-23

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
9252486800
Raw XML Appendix372 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE CB WELLNESS FOUNDATION CONTINUED ITS FOCUS TO ADVANCE WOMEN'S AND CHILDREN'S HEALTH. THIS YEARS FOCUS WAS ON UNDERWRITING EXPENSES FOR THE PROJECT LYME WHICH IS WORKING TO DEVELOP A CURE FOR LYME DISEASE AND LIVLYME FOUNDATION WHICH GIVES GRANTS TO CHILDREN SUFFERING FROM LYME AND TO PAY FOR THEIR MEDICINE. LYME DISEASE EFFECTS WOMEN AND CHILDREN MORE SEVERELY THAN ADULT MEN. THE FOUNDATION ALSO CONTRIBUTED TO SCHOLARSHIPS FOR CHILDREN INTERESTED IN DEVELOPING THEIR TENNIS SKILLS BY DEFRAYING TOURNAMENT COSTS THROUGH THE LOVE AND LOVE FOUNDATION. IT ALSO CONTRIBUTED TO THE HORSE PARK AT WOODSIDE TO DEFRAY THE COST OF ARENA FOOTING WHICH ENSURES SAFETY FOR CHILDREN. THE FOUNDATION ALSO RAN A PROGRAM TO PROVIDE IPADS FOR COVID-19 PATIENT COMMNUNICATIONS WITH THEIR FAMILIES WHILE THEY WERE IN THE HOSPITAL. THE TARGETS WERE THE BADLY AFFECTED HOSPITALS IN THE NEW YORK CITY AREA AND PARTICULARLY HOSPITALS IN LOWER INCOME AREAS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EQUESTRIAN PROMOTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMBAT LYME DISEASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5COVID 19 VIRUS RESEARCH & TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COVID 19 TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COVID 19 TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9COVID 19 MEDICAL TREATMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROJECT LYME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LOVE AND LOVE TENNIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HORSE PARK AT WOODSIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LIVLYME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EINSTEINJACOBI-MONTEFIORE MED CNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ALBERT EINSTEINJACOBI-MONTEFIORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HARLEM HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LENNOX HILL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8LINCOLN HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9NYU LANGONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0TAX EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0229 E 85TH ST 38
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1810 SNOW CREEK CANYON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23674 SAND HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3700 N COLORADO BLVD 67
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41300 MORRIS PARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51300 MORRIS PARK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6506 LENNOX AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 E 77TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8100 E 77TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9530 1ST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2REDWOOD CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910016
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021195
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021286
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021286
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MISCELLANEOUS CONTRIBUTIONS UNDER 5
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1PENNEY AND GERRY KLINGMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2BETH WILKINSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0VARIOUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt135 MEETING HOUSE ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt22167 DUNMORE LANE NW
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0VARIOUS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BEDFORD CORNERS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2WASHINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2DC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094028
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd110549
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd2200071104
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06251
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt091
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt091
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011131
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0EQUITY APPRECIATION
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE CRATER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXE. TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06508518171
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CB WELLNESS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CBWE
ReturnHeader/Filer/EIN0770528716
ReturnHeader/Filer/PhoneNum06508518171
ReturnHeader/Filer/USAddress/AddressLine1Txt0172 WAYSIDE ROAD
ReturnHeader/Filer/USAddress/CityNm0PORTOLA VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094028
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A92953B34E3CCDF80A26B88D20356CC9ECF7D10
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01A92953B34E3CCDF80A26B88D20356CC9ECF7D10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.42.25.237
ReturnHeader/FilingSecurityInformation/IPDt02020-11-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:43:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09252486800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-05T12:43:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,341
Liabilities
$0
Net assets
$73,341
Revenue
$20,953
Expenses
$22,846
Net income
-$1,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$51.4$11.3$40.2
2024Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$3.93$7.44$3.50
2023Detailed filing. Detailed filing data is available for this year.$57.1$0.00$57.1$3.81$5.20$1.39
2022Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$8.06$14.6$6.53
2021Detailed filing. Detailed filing data is available for this year.$85.9$0.00$85.9$7.88$9.07$1.19
2020Detailed filing. Detailed filing data is available for this year.$73.3$0.00$73.3$21.0$22.8$1.89
2019Detailed filing. Detailed filing data is available for this year.$64.1$0.00$64.1$2.35$6.61$4.26
2018Detailed filing. Detailed filing data is available for this year.$64.4$0.00$64.4$2.59$5.62$3.03
2017Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$0.00$8.54$8.53
2016Detailed filing. Detailed filing data is available for this year.$48.6$0.00$48.6$39.8$3.22$36.6
2015Summary only. Only limited summary data is available for this year.$46.8$0.00$6.60$5.53$1.07
2014Summary only. Only limited summary data is available for this year.$43.8$0.00$4.11$4.55$0.45
2013Summary only. Only limited summary data is available for this year.$35.5$0.00$5.18$15.8$10.6
2012Summary only. Only limited summary data is available for this year.$46.1$0.00$7.35$7.57$0.22
2011Summary only. Only limited summary data is available for this year.$64.4$0.00$4.33$7.44$3.11